Knowledge Powered by experience

Since 1982, I have helped clients manage their wealth through three recessions and numerous market corrections. Prior to becoming a Financial Advisor, I owned and operated a small business providing me insight into the needs and challenges of my business owner clients. In addition to business owners, my clients include business executives and other professionals, both active and retired.

I graduated from Franklin and Marshall College, where I was elected to membership in Phi Beta Kappa. I hold both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations.

In my community I volunteer with the White Plains Youth Bureau to help children develop the necessary skills to succeed in life.

Registered States:

AZ, CA, CT, FL, MA, MD, ME, MI, NC, NH, NJ, NY, OR, SC, VA, VT